0001172661-23-001268.txt : 20230214 0001172661-23-001268.hdr.sgml : 20230214 20230214151602 ACCESSION NUMBER: 0001172661-23-001268 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Centerstone Investors, LLC CENTRAL INDEX KEY: 0001766788 IRS NUMBER: 474951104 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19077 FILM NUMBER: 23627808 BUSINESS ADDRESS: STREET 1: 228 PARK AVENUE S. STREET 2: SUITE 75938 CITY: NEW YORK STATE: NY ZIP: 10003 BUSINESS PHONE: 212-503-5789 MAIL ADDRESS: STREET 1: 228 PARK AVENUE S. STREET 2: SUITE 75938 CITY: NEW YORK STATE: NY ZIP: 10003 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001766788 XXXXXXXX 12-31-2022 12-31-2022 false Centerstone Investors, LLC

228 Park Avenue S. Suite 75938 New York NY 10003

13F HOLDINGS REPORT 028-19077 000282959 801-107361 N Philip Santopadre 917-658-1611 /s/ Philip Santopadre New York NY 02-14-2023 0 26 68312194 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 1506075 12559 SH SOLE 9799 0 2760 BRUNSWICK CORP COM 117043109 1046962 14525 SH SOLE 11145 0 3380 CARLISLE COS INC COM 142339100 1132298 4805 SH SOLE 3785 0 1020 CARMAX INC COM 143130102 774521 12720 SH SOLE 8740 0 3980 COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 3218152 245286 SH SOLE 193976 0 51310 DENTSPLY SIRONA INC COM 24906P109 1398841 43902 SH SOLE 35892 0 8010 EMERSON ELEC CO COM 291011104 2211973 23027 SH SOLE 17557 0 5470 FLEETCOR TECHNOLOGIES INC COM 339041105 2453965 13360 SH SOLE 10500 0 2860 FRANCO NEV CORP COM 351858105 2730146 20004 SH SOLE 15394 0 4610 GRAINGER W W INC COM 384802104 2840769 5107 SH SOLE 4017 0 1090 HENRY SCHEIN INC COM 806407102 5225495 65425 SH SOLE 52155 0 13270 IAA INC COM 449253103 2272000 56800 SH SOLE 43000 0 13800 MCDONALDS CORP COM 580135101 2119836 8044 SH SOLE 6094 0 1950 META PLATFORMS INC CL A 30303M102 2448919 20350 SH SOLE 16000 0 4350 MOHAWK INDS INC COM 608190104 1085168 10616 SH SOLE 8116 0 2500 OREILLY AUTOMOTIVE INC COM 67103H107 4757797 5637 SH SOLE 4327 0 1310 PERRIGO CO PLC SHS G97822103 1937334 56830 SH SOLE 46160 0 10670 PNC FINL SVCS GROUP INC COM 693475105 2312242 14640 SH SOLE 12000 0 2640 ROSS STORES INC COM 778296103 1049273 9040 SH SOLE 6900 0 2140 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 324458 4340 SH SOLE 0 0 4340 SCOTTS MIRACLE-GRO CO CL A 810186106 1159114 23855 SH SOLE 18795 0 5060 SONOCO PRODS CO COM 835495102 2966413 48862 SH SOLE 38512 0 10350 SPDR GOLD TR GOLD SHS 78463V107 15103049 89030 SH SOLE 89030 0 0 TRUIST FINL CORP COM 89832Q109 2350299 54620 SH SOLE 45000 0 9620 US BANCORP DEL COM NEW 902973304 1811289 41430 SH SOLE 32000 0 9430 WALMART INC COM 931142103 2075806 14640 SH SOLE 11000 0 3640